Correlation
The correlation between XTEN and IUSB is 0.13, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
XTEN vs. IUSB
Compare and contrast key facts about Bondbloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) and iShares Core Total USD Bond Market ETF (IUSB).
XTEN and IUSB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XTEN is a passively managed fund by BondBloxx that tracks the performance of the Bloomberg US Treasury 10 Year Target Duration Index. It was launched on Sep 13, 2022. IUSB is a passively managed fund by iShares that tracks the performance of the Barclays U.S. Universal Index. It was launched on Jun 10, 2014. Both XTEN and IUSB are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XTEN or IUSB.
Performance
XTEN vs. IUSB - Performance Comparison
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Key characteristics
XTEN:
0.54
IUSB:
1.23
XTEN:
0.80
IUSB:
1.79
XTEN:
1.09
IUSB:
1.21
XTEN:
0.50
IUSB:
0.59
XTEN:
1.02
IUSB:
3.28
XTEN:
4.58%
IUSB:
1.90%
XTEN:
8.85%
IUSB:
5.05%
XTEN:
-13.80%
IUSB:
-17.98%
XTEN:
-5.20%
IUSB:
-4.69%
Returns By Period
The year-to-date returns for both stocks are quite close, with XTEN having a 2.56% return and IUSB slightly lower at 2.51%.
XTEN
2.56%
-1.91%
-1.00%
4.77%
N/A
N/A
N/A
IUSB
2.51%
-0.41%
0.95%
6.18%
2.07%
-0.42%
1.80%
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XTEN vs. IUSB - Expense Ratio Comparison
XTEN has a 0.08% expense ratio, which is higher than IUSB's 0.06% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
XTEN vs. IUSB — Risk-Adjusted Performance Rank
XTEN
IUSB
XTEN vs. IUSB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bondbloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) and iShares Core Total USD Bond Market ETF (IUSB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
XTEN vs. IUSB - Dividend Comparison
XTEN's dividend yield for the trailing twelve months is around 4.15%, which matches IUSB's 4.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XTEN Bondbloxx Bloomberg Ten Year Target Duration US Treasury ETF | 4.15% | 4.20% | 3.71% | 1.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IUSB iShares Core Total USD Bond Market ETF | 4.11% | 4.04% | 3.46% | 2.53% | 1.74% | 2.45% | 3.04% | 2.98% | 2.56% | 2.60% | 1.95% | 1.39% |
Drawdowns
XTEN vs. IUSB - Drawdown Comparison
The maximum XTEN drawdown since its inception was -13.80%, smaller than the maximum IUSB drawdown of -17.98%. Use the drawdown chart below to compare losses from any high point for XTEN and IUSB.
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Volatility
XTEN vs. IUSB - Volatility Comparison
Bondbloxx Bloomberg Ten Year Target Duration US Treasury ETF (XTEN) has a higher volatility of 2.40% compared to iShares Core Total USD Bond Market ETF (IUSB) at 1.40%. This indicates that XTEN's price experiences larger fluctuations and is considered to be riskier than IUSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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